William Mack & Associates’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

William Mack & Associates’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.3K	Buy	+84	New	+$13K	﹤0.01%	383

Other funds holding SDY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

William Mack & Associates's SDY Position: Q3 2026 in Review

William Mack & Associates opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q3 2026: 84 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings.

1,119 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

William Mack & Associates held 84 shares of State Street SPDR S&P Dividend ETF worth $12.3K as of Q3 2026.
State Street SPDR S&P Dividend ETF was a new William Mack & Associates position in Q3 2026.
State Street SPDR S&P Dividend ETF made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #383 holding.
1,119 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.